Billing › Help › Numbering, printing and saved copies

Saved invoices: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved invoices button lists them, newest first.

Step by step

1. Press Saved invoices. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved invoice. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new invoice with the same lines and a new number.
5. Status. Set Payment to Paid for a bill paid on the spot. For part payments, record money in the App: the invoice then shows "₹x due".
6. Start a fresh one. Press New invoice.

Worked example

A invoice sent last month needs a correction. Saved invoices › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved invoice is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Billing · Help for the Nivesh Sahayak App